Standard Fields in Partner Contacts (Zoho PRM)

Zoho PRM: Standard Fields in Partner Contacts

This is a reference for the standard fields on a Partner Contact in Zoho PRM. Required fields must be completed before you can save.

Partner Contact Information

FieldWhat it holdsFormat or options
Partner Account Name (required)The partner organisation the contact belongs toLookup to Partner Account
First NameThe contact's first nameText
Last Name (required)The contact's last nameText
Partner Contact Name (required)The contact's full nameText
Email (required)The contact's email addressValid email format
PhoneThe contact's phone numberNumber
Title or Role in Partner CompanyThe contact's job title or roleText
Partner Contact OwnerThe internal team member managing this contactUser lookup
Primary Partner ContactWhether this is the main contactCheckbox (read-only)
Primary Partner Contact is read-only here. You can't tick it on the contact record itself. It is set from the Partner Account page, so if you can't change it on a contact, that is why.
For how to create a contact, see Partner Contacts. For the organisation-level fields, see Standard Fields in Partner Accounts.
Need help? 1 Cloud Consultants can help you set up and import partner contacts in Zoho PRM. Book a discovery call with 1 Cloud Consultants.